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Klipfolio Sales Pipeline Dashboard

How to update data

The data used in Klipfolio is extracted by a Python script running in AWS Lambda.

Lambda Functions

The scripts run every day at 02:00AM GMT. The scheduler can be found at Amazon EventBridge

Amazon EventBridge

What it does

The scripts fetches data inside a date range, determined in each by two variables xpto_date_start and xpto_date_end:

For example in opens_6M function we see the two variables open_date_start and open_date_end that determine the period for the last 6 months. The reference is ALWAYS the current year and month, although, if you want to fetch past data you can change the variables cur_month and cur_year to the desired ones.

# Open 6M
open_date_start = (datetime.date(cur_year, cur_month, 1) + datetime.timedelta(-5*365/12)).strftime('%Y-%m-%d')
open_date_end = last_day_of_month(datetime.date(cur_year, cur_month, 1)).strftime('%Y-%m-%d')
cur_month = datetime.datetime.today().month
cur_year = datetime.datetime.today().year

Example

If you want to get data of total matters opened in the last 6 monhts at March 2018 you can to it simply assigning:

cur_month = 3
cur_year = 2018

And call the function clicking on TEST.

Test

Where the output is stored

The output is stored on PhotoClaim's Dropbox at https://www.dropbox.com/sh/.../...?dl=0

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